Congress Wealth Management LLC / DE / - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is CORP and the CUSIP is 72201R817. A total of 108 filers reported holding PIMCO ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$205,111
-66.8%
2,251
-65.4%
0.00%
-71.4%
Q2 2023$617,947
-8.6%
6,515
-7.3%
0.01%
-12.5%
Q1 2023$676,189
-11.2%
7,029
-14.2%
0.02%
-20.0%
Q4 2022$761,856
+42.9%
8,192
+40.3%
0.02%
+42.9%
Q3 2022$533,000
-11.9%
5,838
-7.1%
0.01%
-6.7%
Q2 2022$605,000
-9.6%
6,286
-2.1%
0.02%0.0%
Q1 2022$669,000
-5.1%
6,424
+2.8%
0.02%
+7.1%
Q4 2021$705,0006,2490.01%
Other shareholders
PIMCO ETF TR shareholders Q3 2022
NameSharesValueWeighting ↓
SevenOneSeven Capital Management 42,525$4,830,00012.20%
Mokosak Advisory Group, LLC 156,691$17,788,0007.38%
Alliance Wealth Management Group 107,157$12,170,0003.95%
WealthOne, LLC 79,819$9,065,0003.40%
ISLAY CAPITAL MANAGEMENT, LLC 38,696$4,395,0003.38%
Towercrest Capital Management 114,759$13,033,0002.47%
COLTON GROOME FINANCIAL ADVISORS, LLC 43,634$4,956,0002.16%
Signify Wealth 22,818$2,591,0002.06%
Future Financial Wealth Managment LLC 16,614$1,902,0001.96%
Ausdal Financial Partners, Inc. 91,596$10,403,0001.55%
View complete list of PIMCO ETF TR shareholders